Heartland Opportunistic Value Equity Strategy Q4 2024 Commentary
Source: SeekingAlpha
2025-02-26 23:11:00 ET
Summary
- Our Strategy was down 2.79% in the fourth quarter, underperforming the Russell 3000® Value Index, which fell 1.94%.
- Speculation that drove investor behavior for much of the quarter helped expand market breadth following the election only to narrow meaningfully in December.
- As investors anticipate a deregulatory push by the Trump administration, value investing has taken a momentary backseat to growth.
- Yet as investor confidence is skyrocketing, it’s important not to lose sight of company-specific intrinsic value and risks that remain in the market.
Composite Returns*
12/31/2024
| Since Inception (%) | 10-Year (%) | 5-Year (%) | 3-Year (%) | 1-Year (%) | YTD (%) | QTD (%) | |
|---|---|---|---|---|---|---|---|
| Opportunistic Value Equity Composite (Net of Advisory Fees)** | 9.96 | 8.77 | 9.40 | 8.26 | 11.83 | 11.83 | -2.45 |
| Opportunistic Value Equity Composite (Net of Bundled Fees) | 7.96 | 6.88 | 7.75 | 6.77 | 10.30 | 10.30 | -2.79 |
| Russell 3000® Value | 7.62 | 8.40 | 8.60 | 5.41 | 13.98 | 13.98 | -1.94 |
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Heartland Opportunistic Value Equity Strategy Q4 2024 Commentary
Hexcel Corporation
NASDAQ: HXL
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$6,907,799,803
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Aerospace & Defense
Industrials
US
Stamford
